Inspirion Wealth Advisors’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Inspirion Wealth Advisors’s Portfolio SPSM Stock Details SPSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-34,149	Closed	-$907K	–	81
2020 Q2	$907K	Sell	34,149 -1,924	-5%	-$47.3K	0.36%	28
2020 Q1	$788K	Sell	36,073 -20,542	-36%	-$595K	0.39%	29
2019 Q4	$1.85M	Buy	56,615 +937	+2%	+$29.2K	0.62%	23
2019 Q3	$1.67M	Buy	55,678 +1,032	+2%	+$31.1K	0.73%	21
2019 Q2	$1.67M	Buy	54,646 +3,694	+7%	+$112K	0.72%	21
2019 Q1	$1.54M	Buy	50,952 +4,332	+9%	+$129K	0.68%	21
2018 Q4	$1.23M	Sell	46,620 -118	-0.3%	-$3.48K	0.61%	22
2018 Q3	$1.55M	Buy	46,738 +7,449	+19%	+$248K	0.66%	24
2018 Q2	$1.27M	Buy	39,289 +8,296	+27%	+$261K	0.6%	24
2018 Q1	$927K	Buy	+30,993	New	+$943K	0.45%	28

Other funds holding SPSM

Financial Engines Advisors

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $3.61B AUM 18.46% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return